Schwab Us Aggregate Bond ETF SCHZ
Institutional shares held
173 Million
1.7K
calls
0
puts
Total value of holdings
$4B
$39K
calls
$0
puts
# of Institutions
700
We take great care to ensure that the data presented and summarized in this overview for SCHWAB US AGGREGATE BOND ETF is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SCHZ
View all-
Jpmorgan Chase & CO New York, NY12.3MShares$285 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.35MShares$171 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
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Charles Schwab Trust CO5.41MShares$126 Million10.66% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA4.94MShares$115 Million0.25% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.93MShares$91.2 Million1.14% of portfolio
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Envestnet Asset Management Inc3.91MShares$90.7 Million0.03% of portfolio
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Total Wealth Planning, LLC3.75MShares$86.9 Million14.18% of portfolio
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Wealth Enhancement Advisory Services, LLC3.69MShares$85.6 Million0.17% of portfolio